Your ActOn Wealth money specialist will analyse your cashflows and work with you to develop a personalised budgeting plan.
Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.
As this is a ‘read-only’ service, your money is untouchable – by you and anyone else! The purpose is to organise and analyse your finances, not to pay bills or transfer money. There is no functionality to allow you to move funds in or out of any accounts, so your cash is safe.
With our integrated wealth management tool, we can assist you with the day to day running of your cashflows ensuring that you are on track every step of the way.
Integrate your bank accounts, credit cards, loans, investments & superannuation to easily track and manage your finances
Live property valuations and investment data feeds
Auto-categorised transactions for simplicity in tracking expenses
Tag and store relevant tax information for convenience at end of financial year
Store all your important documents in the cloud, including Wills and Insurance policies
Bank level security ensures your information is safe
Analysing your expenses
Determining adequate cost of living
Creating a savings strategy
Adding accountability to spending
Setting savings goals